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iShares ESG Aware US Aggregate Bond ETF

231 hedge funds and large institutions have $1.63B invested in iShares ESG Aware US Aggregate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 129 increasing their positions, 49 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 49

11% more capital invested

Capital invested by funds: $1.47B → $1.63B (+$162M)

2.47% more ownership

Funds ownership: 84.81%87.27% (+2.5%)

0% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 27

1% less funds holding

Funds holding: 234231 (-3)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
231
Holders Change
-3
Holders Change %
-1.28%
% of All Funds
3.64%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
27
Increased
129
Reduced
49
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EGWAG
26
Elwood & Goetz Wealth Advisory Group
Georgia
$6.42M +$3.99M +75,272 +154%
AF
27
Allworth Financial
California
$6.27M +$1.02M +19,315 +19%
Osaic Holdings
28
Osaic Holdings
Arizona
$6.15M -$386K -7,284 -9%
Creative Planning
29
Creative Planning
Kansas
$6.07M +$400K +7,559 +7%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$5.93M +$410K +7,731 +7%
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$5.33M +$5.22M +98,585 +2,269%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$5.07M +$368K +6,944 +8%
AI
33
Accredited Investors
Minnesota
$5.06M +$340K +6,409 +7%
SA
34
Stewardship Advisors
Pennsylvania
$5.03M -$2.15M -40,560 -29%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$4.9M +$43.7K +825 +0.9%
UBS Group
36
UBS Group
Switzerland
$4.82M +$416K +7,844 +9%
SC
37
Savant Capital
Illinois
$4.74M +$255K +4,805 +6%
Truist Financial
38
Truist Financial
North Carolina
$4.47M +$962K +18,163 +27%
5L
39
55I LLC
Massachusetts
$4.47M +$1.43M +26,979 +45%
EWA
40
EP Wealth Advisors
California
$4.45M +$4.37M +82,460 +2,193%
Wealthfront Advisers
41
Wealthfront Advisers
California
$4.11M +$1.13M +21,251 +36%
HighTower Advisors
42
HighTower Advisors
Illinois
$4.02M +$809K +15,264 +24%
Wells Fargo
43
Wells Fargo
California
$3.77M +$3.09M +58,263 +394%
CFIA
44
Cantor Fitzgerald Investment Advisors
New York
$3.67M +$622K +11,742 +20%
DAS
45
Dynamic Advisor Solutions
Arizona
$3.67M +$1.08M +20,318 +40%
AWA
46
Alaska Wealth Advisors
Alaska
$3.42M +$95.5K +1,803 +3%
BC
47
Bartlett & Co
Ohio
$3.3M +$196K +3,709 +6%
BCWM
48
Bartlett & Co Wealth Management
Ohio
$3.3M +$196K +3,709 +6%
CCWA
49
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.93M +$369K +6,958 +14%
RCS
50
Retirement Capital Strategies
California
$2.88M -$131K -2,466 -4%

EAGG Hedge Fund Activity: Q1 2022 in Review

231 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware US Aggregate Bond ETF (EAGG) for Q1 2022, worth a combined $1.63B — up 11% from $1.47B a quarter earlier.

Fund positioning in EAGG was balanced in Q1 2022: 27 funds opened new positions, 27 closed out, 129 added to existing stakes and 49 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $171M. The largest seller was Pictet Asset Management (Switzerland), cutting an estimated $15M.

  • 231 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q1 2022, down from 234 in Q4 2021.
  • Funds reported $1.63B of iShares ESG Aware US Aggregate Bond ETF stock for Q1 2022, up 11% quarter-over-quarter.
  • 27 funds opened new iShares ESG Aware US Aggregate Bond ETF positions in Q1 2022 and 27 closed out, a net change of 0 holders.
  • The largest iShares ESG Aware US Aggregate Bond ETF buyer in Q1 2022 was Northwestern Mutual Wealth Management, an estimated $171M added.
  • The largest iShares ESG Aware US Aggregate Bond ETF seller in Q1 2022 was Pictet Asset Management (Switzerland), an estimated $15M sold.

Based on aggregated 13F filings for Q1 2022.